Tag: Public Relations
A Journey from Startups to Fortune 50: The Ascent of Joanne Bradford (Ep. 22)

A Journey from Startups to Fortune 50: The Ascent of Joanne Bradford (Ep. 22)

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In this episode of PRess Play: The StreetCred Podcast, hosts Elena Krasnow and Jimmy Moock sit down with the unstoppable Joanne Bradford, chief money officer at Domain Money. Joanne takes us on an incredible journey through each phase of her impressive career. From her early days of running her college newspaper at San Diego state to her present day life as a powerhouse in financial services, tech and digital marketing, Joanne’s life story leaves listeners with valuable lessons and insights. 

With experience spanning executive roles at Microsoft, SoFi, Pinterest and Honey, Joanne gives us a look behind the curtain of how she helped these companies become multi-billion-dollar businesses. She also discusses her passion for financial planning and the work she’s done to create impactful spaces for women to connect and grow as leaders. 

Joanne covers:

  • how she transformed her college newspaper into an $800,000-a-year business
  • the story of how she built the ad department at Microsoft 
  • her work launching Recode with Kara Swisher
  • the creative initiatives she led at Pinterest and SoFi
  • why having a financial plan is one of the most important things you can do
  • her work as a strategic advisor for The Female Quotient
  • the importance of giving and receiving feedback
  • …and so much more!

Joanne’s career is a masterclass in vision, resilience and bold decision-making. This episode is packed with insights you won’t want to miss.

Topics:

  • (1:02) Meet Joanne Bradford
  • (3:04) What’s for lunch?
  • (3:20) The viral chicken salad trend
  • (5:40) College days: Running an $800K newspaper business
  • (11:25) From the San Francisco Chronicle to Yahoo! and Demand Media
  • (14:14) Building Pinterest’s monetization strategy
  • (14:58) Joining SoFi as a startup, building its brand and scaling from $500M to $6B
  • (19.05) At Microsoft, reverse-engineering products based on Walt Mossberg’s reviews, meeting Kara Swisher and becoming a known industry figure
  • (21:37) Reflecting on past corporate training programs 
  • (22:51) The importance of failing fast, iterating and learning from mistakes
  • (25:40) The power of financial planning in career and life choices
  • (35:45) The Female Quotient and women in leadership
  • (40:24) Advice on career growth, leadership and risk-taking
  • (47:02) Play segment: Luxury fashion finds & travel plans
  • (49:58) Moment of gratitude

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Connect with Joanne Bradford:

About Our Guest: 

Joanne Bradford is an experienced operating executive with a demonstrated track record of helping build companies at every level, from startups to Fortune 50 enterprises. She is currently the Chief Money Officer at Domain Money, where she exercises her passion for simplifying financial planning and empowering people to achieve their goals.

Joanne’s rich technology background includes pivotal executive roles such as President of Honey, COO of SoFi, Chief Revenue Officer at Microsoft, and Head of Partnerships at Pinterest (to name a few), contributing to over $20 billion in total value creation.

She also serves as a strategic advisor to the Female Quotient, focusing on the Business of Equality, and has been a strong advocate for women in business for decades. Additionally, she is on the boards of Kahoot, Cue Health, and Super.


She also maintains her own advisory practice, JBRAD Advisors, which works with elite CEOs and executives to scale high-growth companies and launch new offerings.

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From Connecticut Cabin to CIO with Jen Wing (Ep. 21)

From Connecticut Cabin to CIO with Jen Wing (Ep. 21)

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In this episode of PRess Play: The StreetCred Podcast, hosts Elena Krasnow and Jimmy Moock talk with Jen Wing, chief investment officer at GeoWealth. She shares her extraordinary journey from growing up in a remote log cabin in Connecticut to driving innovation at the intersection of financial technology and wealth management. 

Jen shares personal insights on her career, the importance of hybrid work for inclusion and her vision for the future of financial services.

She discusses:

  • her path from JP Morgan to GeoWealth, including her early challenges and breakthroughs
  • her passion for empowering women in financial services
  • the significance of private and semi-private alternatives in portfolio strategy
  • GeoWealth’s groundbreaking partnerships with BlackRock and Goldman Sachs
  • strategies for balancing family, career and giving back
  • …and more!

Discover how Jen’s dedication to innovation and inclusion is shaping GeoWealth’s next chapter.

Topics:

  • (0:54) Meet Jen Wing
  • (2:38) What’s for lunch? (or breakfast)
  • (3:12) The perfect hard-boiled egg 
  • (6:21) Growing up in Connecticut
  • (7:07) Money does buy happiness…to an extent
  • (7:55) Starting at J.P. Morgan Private Bank in 2008
  • (9:11) Building the robo advisor at J.P. Morgan
  • (9:58) The move to GeoWealth
  • (10:13) The intersection of technology and finance
  • (11:20) Experience growing up in a log cabin and its influence
  • (13:20) Penn State vs. West Virginia
  • (17:21) The shift from model portfolios to ETFs
  • (19:00) Meeting and learning from Jamie Dimon at J.P. Morgan
  • (21:14) GeoWealth’s partnerships with BlackRock and Goldman Sachs Asset Management
  • (22:16) What is a turnkey asset management program (TAMP)?
  • (25:20) Custom model portfolios at scale
  • (27:36) A rising tide lifts all boats
  • (28:15) Why alternatives matter in portfolio management
  • (29:20) Private companies versus public companies 
  • (30:14) Discussion on private equity and semi-private alternatives
  • (33:05) “I’ve never been so excited for something in my career”
  • (35:30) GeoWealth’s unique workplace culture, including its trend of hiring former professional athletes
  • (37:27) Importance of supporting women in financial services
  • (39:00) Promoting women in leadership and the importance of structural change post-pandemic
  • (41:46) Now is the time to promote women 
  • (44:25) Time for our Play segment!
  • (46:52) Moment of gratitude: mentors and female-led RIAs

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Connect with Jen Wing:

About our Guest: 

Jen Wing is the chief investment officer and head of investment solutions at turnkey asset management platform GeoWealth. She is responsible for delivering on the broad range of investment needs of the firm’s clients, ensuring the platform offers access, flexibility and investment expertise. Since joining GeoWealth, she has also built out the firm’s model marketplace to 800+ models, taking work directly off of advisors’ plates. Jen draws from 15 years of experience at J.P. Morgan in various positions in wealth management– from investment manager due diligence to digital product, strategy, operations and more. She received her MBA from The Wharton School at University of Pennsylvania and received her BS in Finance from The Smeal College of Business at The Pennsylvania State University.

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The Power of Alternative Investments with Mark Gatto (Ep. 19)

The Power of Alternative Investments with Mark Gatto (Ep. 19)

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Achieving growth in alternative investments takes a blend of passion, adaptability and vision.

In this episode of PRess Play: The StreetCred Podcast, hosts Elena Krasnow and Jimmy Moock sit down with Mark Gatto, co-founder and co-CEO of CION Investments (CION). Mark shares the story of how he went from being an entrepreneur in the sports industry to establishing CION, a leading alternative investment platform.

Mark discusses CION’s approach to providing individual investors with access to institutional-grade alternative investment opportunities, the death of the 60/40 portfolio and his past experience at Topps baseball trading company.

They discuss:

  • Mark’s career evolution from lawyer to sports entrepreneur to investment leader
  • CION’s partnership with GCM Grosvenor and the growing importance of infrastructure investments 
  • why alternatives are vital in today’s volatile market and how CION levels the playing field for individual investors
  • the impact of sports on Mark’s leadership style
  • exciting growth plans for CION’s Advisor Lab Podcast
  • and much more!

Tune in to discover how CION Investments is empowering investors to build more resilient portfolios and rethink alternative investments.

Topics:

  • (0:53) Introducing Mark Gatto
  • (2:17) What’s for lunch? Breakfast edition
  • (4:01) Mark’s career journey: sports, entrepreneurship, and finance
  • (5:06) Working at Topps baseball trading company
  • (5:49) The entrepreneurial bug 
  • (6:31) “I learned how to bring in clients and survive”
  • (7:38) Finding home again in the financial services industry 
  • (8:01) A leader in providing individual investors access to alternative investment solutions
  • (9:15) Baseball card collecting 
  • (11:36) Ichiro Suzuki cards story 
  • (13:45) The origins and evolution of CION Investments
  • (14:49) How alternatives can generate excess yield outside of the traditional markets
  • (15:34) Giving individual investors access to the alternatives market 
  • (16:52) Going up against the ‘titans of Wall Street’
  • (18:00) Why the 60/40 portfolio isn’t enough anymore
  • (26:51) Building an infrastructure-focused partnership with GCM Grosvenor
  • (30:49) Stories from Future Proof 
  • (31:17) The success of the Advisor Lab podcast and what’s next 
  • (33:55) Time for our Play segment!
  • (34:08) Coaching youth football and life lessons 
  • (39:02) Moment of gratitude for Mark’s Co-CEO Michael Reisner

Resources:

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Connect with Mark Gatto:

About our Guest: 

Mark is the co-founder & co-CEO of CION Investments Corporation, a leading alternative investment solutions platform, and serves on its investment committee. He is also a director, co-CEO and investment allocation committee member of CION Ares Diversified Credit Fund.

Mark has been with CION for almost 25 years and has served in numerous leadership positions during that time, including: executive vice president, chief acquisitions officer, EVP of business development, VP of marketing and associate general counsel.

Previously, Mark was an executive for a leading international product development and marketing company. He has also worked as an attorney in a private practice.

Mark received an M.B.A from the W. Paul Stillman School of Business at Seton Hall University, a J.D. from Seton Hall University School of Law and a B.S. from Montclair State University.

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Transforming Networking in Financial Services: Chris Cherry’s Future-Proof Vision (Ep. 18)

Transforming Networking in Financial Services: Chris Cherry’s Future-Proof Vision (Ep. 18)

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Building meaningful connections in the finance world doesn’t need to be confined to stuffy hotel ballrooms. 

In this episode of PRess Play: The StreeCred Podcast, hosts Elena Krasnow and Jimmy Moock are joined by Chris Cherry, head of strategic partnerships at Future Proof, for a powerful discussion about how she is redefining networking with her team through unconventional experiences and the company’s proprietary Breakthru technology.

Chris discusses her surprising career transition, her role in reimagining events across the wealth and asset management community and how Future Proof is facilitating unforgettable experiences like zip-lining and falconry. 

They discuss: 

  • the role of Breakthru Meetings, Talks and Experiences in enhancing event impact
  • Chris’ career journey from dental hygienist to a leader in strategic partnerships
  • the vibrant atmosphere and networking opportunities at the Future Proof Festival
  • Chris’ favorite moments from this year’s event 
  • details about the upcoming Future Proof Citywide event in Miami
  • and more!

Learn about the lore behind the event series that is changing how our industry approaches networking for good. 

Topics:

(0:56) Host Elena Krasnow introduces Chris Cherry

(2:59) What’s for lunch? 

(5:21) A quick stroll down food truck memory lane 

(6:10) Chris’ transition from dental hygienist to public relations professional 

(7:00) Chris’ first panel at Future Proof Festival

(7:40) When Chris and Matt Middelton collide

(8:08) Emotional intelligence and reading the room

(10:40) How Future Proof is selling itself 

(12:24) When you’re comfortable, business gets done 

(14:00) The story of Future Proof and its Breakthru networking technology

(16:38) The launch of Breakthru Talks

(17:21) Fly fishing and falconry 

(19:00) Future-proofing networking

(22:22) Matt’s vision for putting the advisor in the driver’s seat

(24:47) Breakthru listing

(26:15) Chris shares a few favorite moments

(28:33) “I’ll never miss it again” 

(30:40) Future Proof Citywide teaser 

(34:00) Building a successful outdoor event 

(36:00) Love for Paula 

(37:10) Time for our play segment!

(37:30) Paddle boarding, tennis and bartending 

(38:00) Chris’ cosmopolitan with a twist 

(40:00) Moment of gratitude

 

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Connect with Chris Cherry:

About our Guest: 

Chris joined the award-winning Future Proof team in 2023 as head of strategic partnerships. Future Proof organizes a variety of events throughout the calendar year, all of which leverage cutting-edge event technology to connect people across the financial services industry. With pioneering formats such as outdoor festivals and curated retreats, Future Proof is reimagining the next era of finance events. And, the proof is in the pudding as Future Proof just earned a world-class NPS score of 74. 

Chris was recruited to be a key driver behind what could be described as Future Proof’s most innovative product, Breakthru, which consists of three distinct programs across Future Proof’s events. These include the Breakthru Meetings Program, Breakthru Talks and Breakthru Experiences. At this year’s Future Proof Festival, the technology helped facilitate over 30,000 one-to-one meetings, 166 peer-to-peer roundtables and 55 unique experiences. 

Previously, Chris spent seven years as chief engagement officer at JConnelly, a financial services communications and marketing firm. She is an expert at driving successful partnerships on a large scale and has a deep understanding of the role technology plays in accentuating in-person connections.

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From PR Intern to President of Integrated Partners with Andree Mohr (Ep. 17)

From PR Intern to President of Integrated Partners with Andree Mohr (Ep. 17)

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In this episode of PRess Play: The StreetCred PR Podcast, hosts Elena Krasnow and Jimmy Moock are joined by Andree Mohr for an engaging conversation about her impressive 14-year career trajectory and the incredible impact she is making at Integrated Partners. Andree draws compelling parallels between her beginnings as a financial services public relations/marketing intern and her current role as president of Integrated Partners. Listeners will glean tangible ways to leverage their PR skills for business growth. 

Andree also discusses: 

  • the power of storytelling in financial services
  • what excites her most about her current role
  • the development and impact of the CPA Alliance program at Integrated Partners
  • how to support advisors in navigating and implementing new financial technologies 
  • the inspiration behind writing Center Stage: How to Become the Star of Your Practice with co-authors Matt Ackermann and Paul Saganey
  • finding love at first sight with her husband Mike
  • and more!

Discover how Andree’s experience in public relations and marketing supported her rapid rise to executive leadership in wealth management in this fun and insightful conversation. 

Topics:

(1:01) Host Elena Krasnow introduces Andree Mohr 

(2:13) What’s for lunch? 

(4:36) New England Patriots 

(5:01) Andree Mohr’s early career in financial services public relations and marketing

(5:58) From Pioneer Investments PR and marketing intern to president of Integrated Partners

(6:26) The power of storytelling

(6:45) Intern to president in under 14 years

(8:00) Don’t be afraid to ask questions 

(8:22) Getting the ‘juicy nuggets’

(9:44) What are your ‘Big 3’? 

(10:30) What Andree is most excited for in her new role as president 

(12:14) Navigating the abundance of new fintech offerings

(14:44) Using technology to ease advisor pain points 

(15:54) The book Center Stage: How to Become the Star of Your Practice, inspired by Elton John

(21:37) Integrated Partner’s CPA Alliance 

(24:12) “What is my business really worth?”

(26:58) Public relations story time: Media tour gone wrong 

(28:30) Managing client and reporter expectations 

(28:50) The unknown you can never prepare for: The news cycle

(29:51) Time for our play segment!

(30:00) How Andree and Mike met/update on life with their identical twin daughters

(38:09) Moment of gratitude

Resources:

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Connect with Andree Mohr:

About our Guest: Andree Mohr is the president of Integrated Partners. In her role she oversees day-to-day operations, manages budgets and drives the firm’s key objectives to ensure the consistent and healthy growth of the organization. She has supported advisors in various capacities for the last 13 years and is particularly passionate about helping entrepreneurial-minded financial advisors implement strategic operations that enhance efficiencies, foster practice growth and bring their business visions to fruition. Andree is the co-author— alongside her colleagues Matt Ackermann and Paul Saganey—of the recently published book Center Stage: How to Become the Star of Your Practice. She is a graduate of Northeastern University where she studied communications. Outside of work, Andree’s favorite pastimes include spending time with her husband and twin daughters, passionately cheering on the New England Patriots, traveling and supporting charitable causes she cares about.

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If It’s Not an Obvious Yes, It’s A No with Michael Batnick (Ep. 16)

If It’s Not an Obvious Yes, It’s A No with Michael Batnick (Ep. 16)

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In this episode of PRess Play: The StreetCred Podcast, Elena Krasnow and Jimmy Moock are joined by Michael Batnick, CFA®, managing partner at Ritholtz Wealth Management. From his early soul-searching in financial services to becoming a prominent industry thought leader, Michael provides deep insights into wealth management, strategic career moves and his personal approach to content creation.

Michael discusses: 

  • the full story of how a serendipitous train station encounter with Josh Brown sparked a transformative leap in his career
  • how he approaches hiring at Ritholtz and why he doesn’t read résumés  
  • why it’s important for him to continue overseeing client portfolios 
  • what he loves most about creating content for TCAF, The Animal Spirits podcast, The Unlock podcast, and The Irrelevant Investor blog
  • the launch of The Unlock, a new podcast tailored for financial advisors
  • his all-time favorite book recommendation 
  • and more!

 

Resources:

 

Connect with StreetCred PR:

 

Connect with Michael Batnick:

 

About our Guest: 

Michael Batnick is managing partner at Ritholtz Wealth Management (“Ritholtz”) and has been with the firm for over 12 years. Prior to joining Ritholtz and becoming a founding partner, Michael had a career in life insurance sales. After following and deeply resonating with Josh Brown’s blog and podcast for years, Michael and Josh met serendipitously at a train station in their hometown, and the rest is history. Michael is a Chartered Financial Analyst® who is passionate about helping clients achieve their financial goals and remains involved in overseeing client portfolios via Ritholtz’s investment committee. He also writes the well-read newsletter and blog The Irrelevant Investor, and co-hosts multiple popular industry shows: The Compound and Friends with Josh Brown and guests; Animal Spirits alongside Ben Carlson; and The Unlock, a recently launched show that is tailored specifically to the needs of financial advisors and also co-hosted by Josh Brown.

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The Parallels Between Business and Dating with Emily Binder (Ep. 15)

The Parallels Between Business and Dating with Emily Binder (Ep. 15)

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In this episode of PRess Play, Elena Krasnow and Jimmy Moock sit down with Emily Binder, an influential voice in financial services and marketing, to cover everything from Vitamix recipes to business and dating analogies. Emily, the founder of WealthVoice and Beetle Moment Marketing, offers her unique blend of humor, wit and knowledge as she shares her professional journey and offers deeper insight into the value of voice marketing.

Emily also discusses: 

  • why she went into financial services and what inspired her to found WealthVoice and Beetle Moment
  • how to create engaging standout presentations by drawing from culture, pop culture and personal experiences
  • how missteps in business communication often mirror those in dating (and the importance of avoiding desperation when seeking to foster genuine connections)
  • her recent success with the launch of TIGER 21’s new podcast
  • why short, impactful video content can drive engagement and reach, with practical tips on leveraging YouTube shorts for your brand
  • …and more!

Tune in to explore the vibrant intersection of marketing, technology and financial services, and learn from one of the best in the business how you can enhance your brand’s digital presence.

Resources:

Connect with StreetCred PR:

Connect with Emily Binder:

About our Guest: 

Emily Binder is the founder of WealthVoice, the top voice AI marketing platform for podcasters and financial professionals, and is the founder and chief strategist of Beetle Moment Marketing. Beetle Moment is a boutique marketing agency known for delivering successful strategies to billion-dollar RIAs, custodian funds, and podcasters. Since 2017, Emily’s North Star has been marketing for durable businesses amidst emerging technology. She has worked with brands ranging from startups to Fortune 500 companies, including names like TIGER 21, Ritholtz Wealth Management, TD Ameritrade, and Budget Rent A Car. She is an in-demand public speaker, having presented to live and virtual audiences of over 30,000 people at events like Future Proof, Jolt!, Social Media Week, and more. Emily also hosts the award-winning mini-podcast Voice Marketing with Emily Binder.

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Tackling Anxiety Together with Julie Johnson and Jason Lahita (Ep. 14)

Tackling Anxiety Together with Julie Johnson and Jason Lahita (Ep. 14)

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In honor of Mental Health Awareness Month, PRess Play deviates from its typical structure in this special episode to tackle an issue that touches many but is often shrouded in silence: anxiety. 

According to the Anxiety & Depression Association of America, anxiety disorders are the most common mental health concern in the US, affecting over 40 million adults, or 19.1% of the population. And, more than 60% of people do not seek treatment for their anxiety symptoms. 

In light of these findings, Elena Krasnow is joined by guest co-host and founder of StreetCred PR Jason Lahita and Julie Johnson of XY Communication in this episode to talk about their personal journeys with anxiety, and how the industry at large can better support those who struggle with their mental health. 

They discuss individual coping mechanisms and address broader systemic solutions financial institutions can implement to support mental health, underscoring the vital importance of understanding, patience and advocacy for oneself and others. 

Julie and Jason discuss: 

  • Navigating anxiety in the high-stakes world of financial services
  • Why anxiety remains under-discussed, especially in high-pressure industries
  • Personal stories illuminating the varied experiences of anxiety, offering relatable insights and encouraging personalized solutions
  • Embracing vulnerability not as a weakness but as a means to build deeper connections and understanding, both professionally and personally
  • Strategies for managing anxiety, including how industry leaders can cope and thrive
  • Enhancing workplace support for mental health through understanding and accommodation
  • The importance of building supportive communities within the workplace to foster a more inclusive and mental health-friendly environment
  • And more

Disclaimer: None of the hosts or guests featured on this show are psychologists or certified mental health professionals. The advice given and stories shared are personal experiences and not professional advice.

Resources:

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Connect with Julie Johnson:

About our Guest: 

Julie Johnson is the CEO of XY Communication, and a leading authority on intergenerational and gender communication, specializing in psychological safety and conflict management. Julie is a certified behavioral finance trainer, a certified facilitator in Adam Grant and Ray Dalio’s Principles U Program, a certified Brene Brown Daring Way facilitator, a globally licensed member of the International Coaching Federation, and a certified global speaker through the National Speaker Association. As a current member of the Forbes Coaches Council and a former Baron’s winning Senior Vice President with UBS, Julie has devoted her career to helping professionals and teams build trust, engagement and loyalty.

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From Journalist to Finance Innovator: The Remarkable Journey of Mark Bruno (Ep. 13)

From Journalist to Finance Innovator: The Remarkable Journey of Mark Bruno (Ep. 13)

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In this episode of PRess Play, Elena Krasnow and Jimmy Moock sit down with industry luminary, Mark Bruno of Emigrant Partners. Mark shares the story of his journey from an aspiring journalist to a pivotal figure at Emigrant Partners, highlighting the milestones and hurdles of fostering growth and innovation in financial services along the way. 

This episode is packed with insights for those eager to understand the complex world of financial media, spotlighting Mark’s extensive experience in navigating narratives within the finance sector through a multitude of mediums.

Discover the aspirations and driving forces behind one of the sector’s key figures as we explore the intricate dance of growing wealth management brands in today’s dynamic market. With stories about transformation and triumph, get a glimpse into the future of wealth management and fintech.

You’ll get an insider’s look at:

  • Mark’s personal and professional growth journey, shedding light on how he ultimately found himself at Emigrant Partners
  • Mark’s pioneering efforts in forming the IN Content Strategy Studio, and the role of data-driven journalism in creating engaging and educational content
  • The research Mark helped develop into a larger content strategy via InvestmentNews’ benchmarking studies purchased from Moss Adams 
  • The impact of the dot-com crash on Mark’s work in financial media and how it created room for innovation
  • Mark’s experience co-creating events like Informa’s Wealth Management EDGE and the lessons he learned along the way
  • The importance of fostering genuine connections and building a supportive community within the industry
  • And more

Resources:

Connect with StreetCred PR:

Connect with Mark Bruno:

About our Guest: 

Mark Bruno is the managing director, head of strategic advisory at Emigrant Partners, where he is responsible for helping Emigrant’s partner wealth management firms identify and execute on opportunities to accelerate their growth. 

Prior to his current role, Bruno was the managing director of wealth management for Informa. During his time there, he developed strategies that ultimately advanced the brand’s position as a leading provider of media, events, and targeted business intelligence for financial advisors.

He has also served as managing director at Echelon Partners and InvestmentNews. During his time at InvestmentNews, he oversaw the growth and success of the company’s research, content strategy, digital, custom publishing and sales groups; in addition to managing and producing several events. Bruno also launched the InvestmentNews Content Strategy Studio, its dedicated marketing and custom content division.

His expertise has been featured in the Wall Street Journal, Fortune and the Chicago Tribune. Mark is also a regular speaker at industry conferences and hosts the podcast RIA+.

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Humanizing WealthTech: The Role of Brand Evangelism & PR with Diana Cabrices (Ep. 12)

Humanizing WealthTech: The Role of Brand Evangelism & PR with Diana Cabrices (Ep. 12)

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In this episode of PRess Play, we’re joined by Diana Cabrices, the visionary founder of Diana Cabrices Consulting. She shares her insights into the intersection of brand evangelism and public relations in the wealthtech industry, and so much more.

Diana’s journey began with a mission to infuse personality into the tech world, recognizing the need for vibrant voices to represent brands authentically. She emphasizes the importance of a chief evangelist’s role in humanizing brand messaging and fostering genuine connections with customers. Moreover, Diana advocates for a collaborative partnership between brand evangelists and PR teams when it comes to amplifying company messaging. 

Join us as we uncover the secrets to unlocking the full potential of your brand through the dynamic synergy of evangelism and PR.

Diana discusses: 

  • Her personal backstory and her inspiring journey into wealthtech marketing
  • Connections between M&A and evangelism marketing
  • What it means to be a brand evangelist
  • Why the role of a chief evangelist is so important, and how she is championing the movement surrounding evangelism 
  • The unique power of combining brand evangelism and public relations
  • And more

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Connect with Diana Cabrices:

About our Guest: 

Diana Cabrices is the founder of Diana Cabrices Consulting, a brand evangelism firm dedicated to energizing demand channels for wealthtech and financial services brands. 

Prior to introducing the industry’s first-ever outsourced Chief Evangelist offering, Diana held executive roles in advisor marketing and technology, including vice president of enterprise development at Snappy Kraken. She has also supported thousands of financial advisors in implementing growth strategies across some of the most fundamental areas of their businesses — marketing, branding, technology, succession planning, recruiting, and M&A. 

In 2023 at the Excell Represent conference, Diana was named Women in Wealth Management’s “Up and Comer” for her outstanding achievements and innovation in financial services. 

Diana is a member of Women in Insurance and Financial Services, an association empowering women in the finance and insurance professions to succeed. She also leads the charge at Advisors Growing as a Community™, a community and peer networking organization, and sits on the advisory board for several technology and service companies driving growth and digital evolution in the industry. 

A bold businesswoman and brand-builder, Diana has traveled all over the country teaching financial advisors how to grow their businesses at scale. When she’s not evangelizing advisor tech, she’s usually planning her next trip, elevating women as a birth doula and business mentor, and spending time in the beautiful mountains of Colorado where she currently resides.

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